I've been in your shoes as I've led 5 investment management firms in my career. Everyone advises you to follow trends. I offer unusual insights into your business instead. It is what comes next that can sustain the growth of your firm. I'll send you my insights weekly for free if you sign up below.
My consulting clients say:
"Addresses our most difficult questions frankly and directly"
“An iconoclast; offers opinions that you haven’t heard before”
"Honest, no BS insights"
"Intelligent common sense"
"Impressive listening skills"
"Experienced facilitator with hands - on leadership experience in investments"
For a free 30 minute work session to discuss your firm's growth call me: 702-816-8430